Earnings preview Apple Inc. (NASDAQ: AAPL), total revenues expected for fiscal Q3 have started to tick up slightly from the beginning of last quarter, according to Visible Alpha consensus, from $88.5 billion and back to the $89.3 billion earlier in the year. Sentiment seems to reflect a view that iPhone buying continues to be underwhelming, […]| Visible Alpha
Amazon.com, Inc. (NASDAQ: AMZN) will report Q2 2025 results on Thursday, July 31, 2025. Here are the key numbers that we are watching.| Visible Alpha
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Earnings previews Microsoft (NASDAQ: MSFT) and Meta (NASDAQ: META) The strong growth in investing in the technology infrastructure to support generative AI (GAI) has been a focus the past year and is projected to expand this year. Alphabet increased their CapEx guidance by $10 billion to $85 billion for this year after reporting Q2 2025 […]| Visible Alpha
Earnings preview Alphabet Q2 expectations Coming into the Q2 2025 earnings next week, Alphabet Inc. (NASDAQ: GOOGL) total revenues expectations of $94 billion for the quarter have remained stable since February. However, operating profit and EPS have been grinding higher recently, due to the continued expected strength of the cloud business. We have been closely […]| Visible Alpha
Netflix (NASDAQ: NFLX) will report fiscal Q2 2025 results on Thursday, July 17, 2025. Here are the key numbers that we’re watching.| Visible Alpha
Given the dynamics around tariffs, expectations have been shifting ahead of, and post earnings. Here are the key numbers that we’re watching.| Visible Alpha
What happened during Apple's (NASDAQ: AAPL) Worldwide Developers Conference and what are analysts expecting?| Visible Alpha
Visible Alpha publishes a variety of financial analysis and consensus related articles including SK Hynix set to overtake Samsung as DRAM leader amid AI-driven memory boom| Visible Alpha
Nvidia (NASDAQ: NVDA) will report Fiscal Q1 2026 results on Wednesday, May 28, 2025. Here are the key numbers that we’re watching.| Visible Alpha
Snowflake Inc. (NYSE: SNOW) will report fiscal Q1 2026 results on Wednesday, May 21, 2025. Here are the key numbers that we’re watching.| Visible Alpha
Big Tech companies Microsoft (NASDAQ: MSFT) and Meta (NASDAQ: META) reported their earnings recently. Dive into the updates on the outlook.| Visible Alpha
Big tech companies — Amazon (NASDAQ: AMZN) and Apple (NASDAQ: AAPL) — reported their earnings recently. Dive into the updates on the outlook.| Visible Alpha
Here is a look at the direction of estimates aggregated by the key segments for: J.P. Morgan (NYSE: JPM), Goldman Sachs (NYSE: GS), Morgan Stanley (NYSE: MS), Citigroup (NYSE: C), and Bank of America (NYSE: BAC).| Visible Alpha
Visible Alpha publishes a variety of financial analysis and consensus related articles including Big tech earnings preview: Microsoft, Meta, Amazon & Apple| Visible Alpha
Alphabet (NASDAQ: GOOGL) will report fiscal Q1 2025 results on Thursday, April 24, 2025. Here are the key numbers that we’re watching| Visible Alpha
Netflix (NASDAQ: NFLX) will report fiscal Q1 2025 results on Thursday, April 17, 2025. Here are the key numbers that we’re watching.| Visible Alpha
Apple Inc. (NASDAQ: AAPL) will report fiscal Q2 2025 results in a few weeks. Given the dynamics around tariffs, Apple expectations are continuing to decline. Here are the key numbers that we’re watching.| Visible Alpha
Nvidia Corp. (NASDAQ: NVDA) hosted GTC (GPU Technology Conference) 2025, the company’s major AI conference for developers, in mid-March. Here are some of our key observations post-GTC.| Visible Alpha
Nvidia (NASDAQ: NVDA), Dell (NASDAQ: DELL), and Snowflake (NASDAQ: SNOW): Post-Earnings Summary. What happened during the releases and earnings calls, and what are the key points to focus on going forward?| Visible Alpha
Nvidia (NASDAQ: NVDA) will report fiscal Q4 2025 results on Wednesday, February 26, 2025. Here are the key numbers that we’re watching.| Visible Alpha
Meta (NASDAQ: META) & Microsoft (NASDAQ: MSFT) will report results next week. Here are the key numbers that we’re watching.| Visible Alpha
Nvidia (NASDAQ: NVDA) CEO Jensen Huang gave the keynote at the Consumer Electronics Show (CES) in Las Vegas on January 6, 2025. Here are the key highlights and numbers that we’re watching.| Visible Alpha
Alphabet Inc.’s (NASDAQ: GOOGL) Google Cloud CEO Thomas Kurian shared his perspective in the Google Cloud Summit on October 8, 2024. Here is a preview of the Google Cloud margin expectations coming into earnings season.| Visible Alpha
FDA approves BMY's (NYSE: BMY) Cobenfy, the first new schizophrenia drug in decades. While challenges include high costs and dosing, analysts project peak global sales of $4.9B by 2034. AbbVie and Neurocrine Biosciences are developing similar next-generation treatments.| Visible Alpha
Meta Platforms (NASDAQ: META) hosted its Meta Connect 2024 conference on September 25-26, 2024. Based on updates from the company, here are our questions.| Visible Alpha
Oracle Corp. (NASDAQ: ORCL) hosted CloudWorld on September 12, 2024. Here are some of our key observations from the sessions.| Visible Alpha
Last year, ChatGPT and the potential of AI was unleashed and the travel industry seemed like it would benefit. Fast forward a year, how is AI positioning Airbnb (NASDAQ: ABNB) and Expedia (NASDAQ: EXPE) for the next generation of innovation and growth?| Visible Alpha
On the long list of rivalries between the U.S. and China, electric vehicles (EVs) have enjoyed an increasingly prominent role, mainly led by two players: Tesla (NASDAQ: TSLA) and BYD (SZSE: 002594).| Visible Alpha
Visible Alpha publishes a variety of financial analysis and consensus related articles including How Leading Asset Managers are Modernizing the Investment Research Process| Visible Alpha
Dell Technologies (NYSE: DELL) reported fiscal Q1 2025 results on May 30, 2024. What happened during the release and earnings call, and what are the key points to focus on?| Visible Alpha